Learn how to assign customer contacts to your itineraries.
- An assigned itinerary is quick to send as you have the email box already pre-filled with the assignee's email;
- An assigned itinerary is also quicker to book – the customer has less to type in with their contact information pre-filled for them in the purchase process.
To assign a customer to an itinerary:
Open the itinerary you wish to assign to someone and navigate to its General Settings (the cogwheel icon located at the top of the builder).
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Locate the Customer field at the top of the window, then search for and select a customer stored in the CRM system.
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If needed, you can remove the existing customer by clicking on the x at the top right corner and then assign a new one.
NOTE: you can easily spot which itineraries are assigned to customers in the Dashboard's Customer column.
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